Essential Tax Forms for 401k and IRA: Complete 2026 Filing Guide

My 1099-R just arrived in the mail, which means tax season is officially here. I immediately forwarded it to my CPA, but not before reviewing...

New fund

Added international exposure. Diversifying.

Goal check

Seventy percent to target. Getting there.

Market dip

Down two percent. Staying the course.

Dividend paid

Quarterly deposit arrived. Reinvested.

Vesting update

Another year closer to fully vested.

Contribution max

Hit the limit for the year. Feels good.

Advisor meeting

Thirty minutes. Mostly just confirming the plan.

Roth conversion

Did a partial this year. Tax hit manageable.

RMD calculated

Numbers for next year ready.